FDx Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,698
| Closed | -$1.4M | – | 1115 |
|
|
2018
Q1 | $1.4M | Buy |
1,698
+292
| +21% | +$240K | 0.04% | 400 |
|
|
2017
Q4 | $1.2M | Buy |
1,406
+143
| +11% | +$122K | 0.03% | 483 |
|
|
2017
Q3 | $1.08M | Buy |
1,263
+265
| +27% | +$227K | 0.03% | 497 |
|
|
2017
Q2 | $867K | Buy |
998
+160
| +19% | +$139K | 0.03% | 565 |
|
|
2017
Q1 | $737K | Buy |
838
+68
| +9% | +$59.8K | 0.02% | 631 |
|
|
2016
Q4 | $644K | Buy |
770
+189
| +33% | +$158K | 0.02% | 676 |
|
|
2016
Q3 | $482K | Sell |
581
-51
| -8% | -$42.3K | 0.02% | 635 |
|
|
2016
Q2 | $532K | Buy |
632
+116
| +22% | +$97.6K | 0.02% | 573 |
|
|
2016
Q1 | $414K | Buy |
516
+161
| +45% | +$129K | 0.02% | 637 |
|
|
2015
Q4 | $258K | Sell |
355
-199
| -36% | -$145K | 0.01% | 764 |
|
|
2015
Q3 | $414K | Sell |
554
-62
| -10% | -$46.3K | 0.04% | 518 |
|
|
2015
Q2 | $402K | Buy |
616
+216
| +54% | +$141K | 0.02% | 655 |
|
|
2015
Q1 | $243K | Buy |
+400
| New | +$243K | 0.01% | 1333 |
|
|
2014
Q3 | – | Sell |
-2,132
| Closed | -$1.3M | – | 1002 |
|
|
2014
Q2 | $1.3M | Buy |
2,132
+609
| +40% | +$370K | 0.08% | 259 |
|
|
2014
Q1 | $914K | Buy |
1,523
+202
| +15% | +$121K | 0.08% | 267 |
|
|
2013
Q4 | $797K | Buy |
1,321
+61
| +5% | +$36.8K | 0.08% | 247 |
|
|
2013
Q3 | $715K | Buy |
1,260
+188
| +18% | +$107K | 0.08% | 219 |
|
|
2013
Q2 | $616K | Buy |
+1,072
| New | +$616K | 0.08% | 218 |
|